格隆汇1月14日丨滨化股份(601678.SH)公布，因自身资金需求，公司副总裁蔡颖辉计划自本公告披露之 日起15个交易日后的3个月内，通过集中竞价方式减持公司股份不超过30万股，占公司总股本的 0.015%。若在减持计划实施期间公司发生送红股、转增股本、增发新股或配股等股本变动、股本除权 除息事项的，将根据股本变动情况对减持计划进行相应调整。 ...

滨化集团股份有限公司 高级管理人员减持股份计划公告 本公司董事会、全体董事及相关股东保证本公告内容不存在任何虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： | 股东名称 | 蔡颖辉 | | | | --- | --- | --- | --- | | 股东身份 | 控股股东、实控人及一致行动人 | □是 | □否 | | | 直接持股 5%以上股东 | □是 | □否 | | | 董事、监事和高级管理人员 | √是 | □否 | | | 其他： | | | | 持股数量 | 1,200,000股 | | | | 持股比例 | 0.058% | | | | 当前持股股份来源 | 股权激励取得：1,200,000股 | | | 一、减持主体的基本情况 上述减持主体无一致行动人。 证券代码：601678 证券简称：滨化股份 公告编号：2026-004 股东可能根据其自身资金安排、股票市场价格变化、监管部门政策变化等因 素而部分实施或放弃实施本次减持计划，减持计划的实施存在不确定性风险。 (二)减持计划实施是否可能导致上市公司控制权发生变更的风险 □是 √否 (三) ...

证券代码：601678 股票简称：滨化股份 公告编号：2026-002 滨化集团股份有限公司 第六届董事会第十一次会议决议公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者 重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 滨化集团股份有限公司（以下简称"公司"）第六届董事会第十一次会议于2026 年1月14日以现场和通讯表决相结合方式召开，应出席会议的董事8名，实际出席会议 的董事8名（其中3名以通讯表决方式出席）。会议通知于2026年1月9日以电子邮件和 专人送达方式发出。会议由董事长于江召集并主持。本次会议召开符合《中华人民共 和国公司法》《公司章程》及有关法律、法规规定。与会董事以记名投票的方式进行 了表决，形成决议如下： 一、审议通过了《关于选举公司第六届董事会副董事长的议案》 因公司董事任元滨先生辞去副董事长职务（仍任公司董事），选举董红波先生为 公司第六届董事会副董事长（简历附后），任期自本次董事会会议审议通过之日起至 第六届董事会任期届满之日止。 表决结果：同意8票，反对0票，弃权0票。 二、审议通过了《关于聘任公司副总裁的议案》 同意聘任孙庆伟先生为公司副 ...

滨化股份公告，公司副总裁蔡颖辉持有120万股，占0.058%，拟自公告披露之日起15个交易日后的3个 月内，通过集中竞价方式减持不超过30万股，占公司总股本的0.015%，减持期间为2026年2月6日～ 2026年5月5日，股份来源为股权激励。 ...

Market Overview - On January 6, the A-share market experienced a broad-based rally, with the Shanghai Composite Index rising by 1.50% to close at 4083.67 points, and the Shenzhen Component Index increasing by 1.40% to 14022.55 points. The total trading volume in the Shanghai and Shenzhen markets reached 2.81 trillion yuan, significantly higher than the previous trading day [1][14]. - The market showed a balanced performance in terms of individual stocks, with 2371 stocks experiencing net inflows from large orders, while 2538 stocks saw net outflows. There was a clear trend of funds concentrating on high-growth sectors and undervalued stocks, indicating significant sector rotation [1][14]. Sector Performance - The non-bank financial sector was the strongest performer, with a net inflow of 6.437 billion yuan and a sector index increase of 3.73%. The metals sector followed closely, rising by 4.26% with a net inflow of 3.663 billion yuan. Other active sectors included optical electronics, chemical raw materials, and minor metals, which also saw significant inflows [1][14]. - Conversely, the telecommunications sector faced substantial outflows, with a net outflow of 7.564 billion yuan. Other sectors such as media, machinery equipment, and pharmaceutical biology also experienced net outflows, indicating a clear adjustment trend [1][14]. Investment Opportunities - **Binhu Chemical (601678)**: A leading chemical company with a focus on low valuation and industry upgrades. The stock hit the daily limit on January 6, closing at 4.75 yuan, with a five-day increase of 10.72%. The company is advancing green low-carbon industrial park construction and digital upgrades, indicating strong valuation recovery potential [2][3]. - **Jiahua Energy (600273)**: A quality energy chemical stock with a complete industrial chain. The stock also hit the daily limit on January 6, closing at 9.59 yuan, with a five-day increase of 14.44%. The company's performance is supported by steady growth and low valuation [4][5]. - **Rainbow Technology (600707)**: A leader in display panels, the stock closed at 7.05 yuan on January 6, with a five-day increase of 12.44%. The company is optimizing its business structure through collaboration with BOE, enhancing its growth prospects [6][7]. Risks in High Valuation Stocks - **International Medical (000516)**: A medical service stock that has shown two consecutive limit-ups but has a significant valuation bubble. The stock closed at 5.19 yuan on January 6, with a five-day increase of 15.59%. The company reported losses, indicating a lack of fundamental support [8][9]. - **Guosheng Technology (603778)**: A new energy stock that has also shown two consecutive limit-ups but lacks performance support. The stock closed at 21.3 yuan on January 6, with a five-day increase of 34.05%. The company continues to report losses, leading to a significant valuation bubble [10][11]. - **Aipeng Medical (300753)**: A medical device stock with high valuation premiums, closing at 39.96 yuan on January 6, with a five-day increase of 38.99%. The company has reported losses, and its stock price is driven by speculative trading rather than fundamental improvements [12][13]. Summary and Investment Strategy - The A-share market is showing a broad rally with significant trading activity, particularly in sectors with clear industrial logic and strong performance certainty. Companies like Binhu Chemical, Jiahua Energy, and Rainbow Technology are highlighted as undervalued opportunities with clear recovery potential [14][15]. - In contrast, stocks like International Medical, Guosheng Technology, and Aipeng Medical are identified as high-risk due to their reliance on speculative trading and lack of fundamental support. Investors are advised to focus on sectors with strong performance certainty while avoiding high-premium stocks lacking earnings support [14][15].

Group 1: Market Performance - The chemical raw materials sector increased by 4.98% compared to the previous trading day, with Xinjiang Tianye leading the gains [1] - The Shanghai Composite Index closed at 4083.67, up 1.5%, while the Shenzhen Component Index closed at 14022.55, up 1.4% [1] Group 2: Individual Stock Performance - Xinjiang Tianye (600075) closed at 5.47, up 10.06%, with a trading volume of 722,600 shares and a transaction value of 385 million [1] - Hydrogen Alkali Chemical (600618) closed at 13.18, up 10.02%, with a trading volume of 190,100 shares and a transaction value of 248 million [1] - Weiyuan Co. (600955) closed at 17.93, up 10.00%, with a trading volume of 129,500 shares and a transaction value of 228 million [1] - New Jinlu (000510) closed at 13.34, up 9.98%, with a trading volume of 740,700 shares and a transaction value of 953 million [1] - Binhu Chemical (601678) closed at 4.75, up 9.95%, with a trading volume of 1,181,400 shares and a transaction value of 544 million [1] Group 3: Capital Flow Analysis - The chemical raw materials sector saw a net inflow of 1.1 billion in main funds, while retail funds experienced a net outflow of 462 million [2] - The main funds' net inflow for Junzheng Group (601216) was 367 million, accounting for 17.04% of its trading volume [3] - New Jinlu (000510) had a main funds' net inflow of 185 million, representing 19.37% of its trading volume [3]

Market Overview - The Shanghai Composite Index closed at 4083.67 points, above the six-month moving average, with an increase of 1.50% [1] - The total trading volume of A-shares reached 33,301.51 million yuan [1] Stocks Above Six-Month Moving Average - A total of 244 A-shares have surpassed the six-month moving average today [1] - Notable stocks with significant deviation rates include: - Hanxin Technology: 25.26% - Qiangli New Materials: 13.64% - Tianli Technology: 11.68% [1] Stocks with Minor Deviation Rates - Stocks with smaller deviation rates that have just crossed the six-month moving average include: - Future Electric - ST Langyuan - Guojin Securities [1] Top Performing Stocks - The top stocks with the highest deviation rates and their respective performance metrics are: - Hanxin Technology: 29.99% increase, 25.42% turnover rate, latest price 48.89 yuan - Qiangli New Materials: 15.84% increase, 36.12% turnover rate, latest price 15.80 yuan - Tianli Technology: 20.01% increase, 19.26% turnover rate, latest price 32.21 yuan [1] Additional Notable Stocks - Other notable stocks with significant performance include: - Tonghuashun: 12.01% increase, 8.84% turnover rate, latest price 372.00 yuan - Binhu Chemical: 9.95% increase, 5.78% turnover rate, latest price 4.75 yuan - AVIC Xi'an: 10.00% increase, 4.45% turnover rate, latest price 28.48 yuan [1]

格隆汇1月4日丨滨化股份(601678.SH)公布，自2025年2月19日至2025年12月31日期间，公司第一大股东 和宜投资通过集中竞价方式增持了公司股份6718.52万股，增持比例为3.27%，累计增持金额 277,799,611.26元(不含交易费用),符合本次增持计划的相关要求。 ...

格隆汇1月4日丨滨化股份(601678.SH)公布，自2025年2月19日至2025年12月31日期间，公司第一大股东 和宜投资通过集中竞价方式增持了公司股份6718.52万股，增持比例为3.27%，累计增持金额 277,799,611.26元(不含交易费用),符合本次增持计划的相关要求。 ...

本公司董事会、全体董事及相关股东保证本公告内容不存在任何虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 证券代码：601678 证券简称：滨化股份 公告编号：2026-001 滨化集团股份有限公司 关于第一大股东增持公司股份的结果公告 三、其他说明 （一）本次增持行为符合《中华人民共和国证券法》《上市公司收购管理办 法》《上海证券交易所股票上市规则》等法律法规、部门规章及规范性文件的规 已披露增持计划情况 滨化集团股份有限公司（以下简称"公司"）于 2025 年 1 月 16 日披露《滨 化集团股份有限公司关于第一大股东以专项贷款和自有资金增持公司股份计划 的公告》，公司第一大股东滨州和宜产业投资合伙企业（有限合伙）（以下简称"和 宜投资"）拟自该公告披露之日起 12 个月内通过上海证券交易所系统以集中竞价 交易方式增持公司股份，增持总金额不低于人民币 1.4 亿元（含），不超过人民 币 2.8 亿元（含），资金来源为银行专项贷款及自有资金。 增持计划的实施结果 自 2025 年 2 月 19 日至 2025 年 12 月 31 日期间，公司第一大股东和宜 ...